EWM

Empirical Wealth Management Portfolio holdings

AUM $4.97B
1-Year Est. Return 16.51%
This Quarter Est. Return
1 Year Est. Return
+16.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$381M
AUM Growth
-$32.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$1.78M
2
+$1.06M
3
+$987K
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$545K
5
SBUX icon
Starbucks
SBUX
+$400K

Top Sells

1
+$20.3M
2
+$10.9M
3
+$3.79M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.27M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.22M

Sector Composition

1 Technology 1.62%
2 Financials 0.61%
3 Consumer Discretionary 0.56%
4 Energy 0.46%
5 Consumer Staples 0.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$901K 0.24%
36,276
-1,728
52
$889K 0.23%
37,532
+1,994
53
$865K 0.23%
33,452
-1,995
54
$832K 0.22%
34,604
+1,372
55
$811K 0.21%
34,205
-1,628
56
$794K 0.21%
9,380
+317
57
$730K 0.19%
4,839
-1,014
58
$720K 0.19%
12,891
-323
59
$712K 0.19%
7,347
+1,900
60
$702K 0.18%
13,530
-24,421
61
$691K 0.18%
9,771
-6,303
62
$598K 0.16%
16,700
63
$580K 0.15%
16,481
-17
64
$557K 0.15%
29,004
-12,040
65
$529K 0.14%
5,640
-1,141
66
$501K 0.13%
3,292
+225
67
$495K 0.13%
20,733
+2,295
68
$492K 0.13%
5,913
-780
69
$480K 0.13%
13,052
-2,897
70
$477K 0.13%
16,567
-162
71
$471K 0.12%
3,835
-111
72
$458K 0.12%
33,782
-48,416
73
$454K 0.12%
3,568
-888
74
$426K 0.11%
8,468
-2,492
75
$420K 0.11%
23,485
1 2
3
4 5